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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES INC. Service code 99 | Other Fees | $23,344 |
Service code 49 | Other Services | $4,801 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $2,129 |
Filed as: VOYA RET INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $567 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 49 · EIN 31-1299207 25 MERCHANT STREET · CINCINNATTI, OH 45246 | Other Services | $0 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES Service code 99 · EIN 13-2638166 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,165 | $65,125-58.3% | $143,797-81.1% | $66,949-59.4% |
| Participation rate | 83.3% | 65.2%+18.1pp | 80.3%+2.9pp | 69.8%+13.4pp |
| Annual return | -17.80% | -11.13%-6.7pp | -0.04%-17.8pp | 1.57%-19.4pp |
| Employer contribution / active EE | $2,029 | $2,362-14.1% | $4,952-59.0% | $2,545-20.3% |
| Participant deferral / active EE | $2,871 | $2,920-1.7% | $5,638-49.1% | $4,239-32.3% |
| Admin fee / account holder | $35 | $503-93.0% | $14,679-99.8% | $594-94.0% |